529 To Roth Ira 2025 Rules Pdf Download. Provisions of the secure act 2.0 may allow for new flexibility with unused funds in certain education savings accounts. Starting in 2025 — thanks to “ secure 2.0,” a slew of measures affecting retirement savers — families can roll unused money from 529 plans over to roth individual retirement accounts free.
Effective in 2025, beneficiaries of 529. Starting in 2025 — thanks to “ secure 2.0,” a slew of measures affecting retirement savers — families can roll unused money from 529 plans over to roth individual retirement accounts free.